Frequently Asked Questions

What should I bring to our planning appointment ?

• Recent payslips

• Updates to your income, expenses

• Financial goals and objectives.

• MyGov login for Tax and Centrelink planning.

• Update to lifestyle assets and share portfolios.

Will the planning appointment cost me?

Yes, your planning appointment serves as the beginning of a new 12 month engagement.. If you choose to proceed with us, the upfront advice fee covers your engagement for the upcoming 12 months.

Should you decide not to continue or wish to pause our services during or after your planning appointment, a fee will apply to cover the valuable consideration of your personal circumstances, our time, expertise, and preparation.

What is the cost of the planning appointment?

The cost varies depending on the complexity of your financial plan, changes in personal circumstances and the level of service required. However, the cost is typically lower than your initial planning fee. We’ll provide a clear, upfront quote during our planning appointment.

Can I email documents before the appointment?

Yes, but please contact us first to ensure they’re sent securely. We can provide a secure folder for you to share documentation.

How long will the appointment take?

Most planning appointments last between 45 to 90 minutes, depending on the complexity of your financial situation.

Can I include my spouse or partner in the planning appointment?

Absolutely. We encourage joint participation to ensure your financial plan reflects shared goals.

What happens if I choose not to do a yearly planning appointment?

There’s no obligation however skipping an yearly planning meetings may cause your plan to drift from your goals. Let us know if you wish to pause or discontinue services.

What time frame should I schedule the planning appointment within?

We recommend scheduling within 30 days of our contact to keep your plan current, but we’re flexible.

Will we review my entire financial plan or just updates?

We’ll review your full financial plan and focus on any updates needed to keep it aligned with your goals and objectives.

What happens after the planning appointment?

You’ll receive a summary of the discussion, recommended changes, and next steps to implement your updated financial plan.

Are you ready to make a booking? Email hello@finspire.com.au